Sales Account Executive

The Visionary Group - Palatine, IL3.7


This is a full-time inside sales position.

Compensation includes base pay with bonus incentives, health benefits, and matching retirement plan. This person needs to be open to learning our process, interested in learning how to consult, and wants to learn how to build the value of a client. We are open to a recent graduate or an experienced professional. The key is being able to fit into our culture, which is entrepreneurial. The ability to speak with executives will be needed, but we can train the right person.

Responsibilities include:

Developing and managing a sales pipeline for your assigned accounts

Coaching Visionary’s clients to refine their sales approach and selling skills

Tracking all activity in Visionary’s contact management system

Attending and preparing for progress update calls with your assigned clients

Continuously seek new business development strategies and tactics for your specific accounts

The Visionary Group outsources all growth responsibilities for CPA and accounting firms nationwide. Our team acts as the Outsourced Growth Officer for our clients, help develop succession plans, and conduct customized searches to identify merger or acquisition candidates. More information about us can be found at

Job Type: Full-time


  • Sales: 2 years (Preferred)


  • Bachelor's (Preferred)

Onboarding time:

  • Less than 1 month